Market Views - International

In Short: Brexit clouds mask an improving Europe story 
May 5, 2016 :: Audrey H Kaplan
All the focus on whether the UK will stay in the EU is diverting attention from the continent's improving economy.
In Short: This EM rally should have legs 
Apr. 6, 2016 :: Ruggero de'Rossi
A stabilizing China, massive ECB asset purchases and falling correlations between the EM and oil bolster the emerging-market outlook.
Q&A: Is 'Brexit' likely? And then what? 
Apr. 5, 2016 :: Brian J Holland
If Brits in June vote to exit the EU, an outcome oddsmakers say could be 50-50, it could take years to complete. A lot can change before then. But the immediate impact could be substantial. Brian Holland shares his insights.
Market Memo: Room for optimism in emerging-market bonds 
Feb. 17, 2016 :: Ruggero de'Rossi
Three headwinds—slower global growth, a risk-asset sell-off and lower oil prices—may be on the verge of becoming tailwinds for EM debt.
International Equity Outlook: Creating opportunity from uncertainty 
Jan. 22, 2016 :: Brian J Holland
As most investors nervously wait for major global issues to play out, we see attractive, long-term opportunities, particularly in Europe.
Market Memo: The headlines are worse than the reality in China 
Jan. 8, 2016 :: Audrey H Kaplan
China's clumsy attempts to shift from an export-led to consumer-led economy are sowing policy missteps and confusion. But at the end of the day, a desirable soft landing is still likely.
Q&A: Some EM countries intrigue 
Sept. 24, 2015 :: Audrey H Kaplan
Unlike during the Asian crisis, many EM countries control key factors in their destiny
In short: China reminder that bubbles never last 
Jul. 10, 2015 :: Audrey H. Kaplan
Steep sell-off in Chinese equities was an accident just waiting to happen
In short: Worry about a 'Grexit?' Meh. 
Jun. 25, 2015 :: Audrey H. Kaplan Ruggero de'Rossi
The drama has gone on so long that the markets are prepared either way. They just want it over with.